DP
JPM icon

DSAM Partners’s JPMorgan Chase JPM Stock Holding History

DSAM Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-210,000
Closed -$20.1M – 60
2017
Q3 		$20.1M Buy
+210,000
New +$19.4M 2.79% 19
2017
Q1 		– Sell
-15,305
Closed -$1.32M – 45
2016
Q4 		$1.32M Buy
+15,305
New +$1.17M 0.36% 25
2015
Q3 		– Sell
-121,678
Closed -$8.24K – 45
2015
Q2 		$8.24K Buy
+121,678
New +$7.94M 1.5% 30

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DSAM Partners's JPM Position: Q4 2017 in Review

DSAM Partners sold out of JPMorgan Chase (JPM) in Q4 2017, closing a stake of 210,000 shares — an estimated $20.1M sold.

DSAM Partners first reported a position in JPM in Q2 2015 and held it in 3 quarters. The position peaked at $20.1M in Q3 2017. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

  • DSAM Partners reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • DSAM Partners sold 210,000 JPMorgan Chase shares in Q4 2017, an estimated $20.1M.
  • DSAM Partners first reported a position in JPMorgan Chase in Q2 2015 and held it in 3 quarters.
  • DSAM Partners's JPMorgan Chase position peaked at $20.1M in Q3 2017.
  • 2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on DSAM Partners's 13F filing for Q4 2017, filed 5 Feb 2018.